We are live on ! Find out more
PAXS

PIMCO Access Income Fund

48 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more funds holding

Funds holding: 4448 (+4)

1% more capital invested

Capital invested by funds: $158M → $159M (+$1.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.02% less ownership

Funds ownership: 25.04%23.01% (-2%)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
16
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$46.8M +$601K +39,849 +1%
PCM
2
Penserra Capital Management
California
$15.4M +$1.38M +91,812 +10%
Morgan Stanley
3
Morgan Stanley
New York
$14.2M -$14.5M -959,235 -51%
Cohen & Steers
4
Cohen & Steers
New York
$13.2M +$121K +8,000 +1%
SCM
5
SOL Capital Management
Maryland
$12.6M +$2.35M +155,648 +24%
RCM
6
Rivernorth Capital Management
Florida
$10.8M -$8.7M -577,085 -46%
Wells Fargo
7
Wells Fargo
California
$10.8M +$2.26M +149,833 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.38M -$1M -66,451 -19%
Bank of America
9
Bank of America
North Carolina
$3.79M +$37.1K +2,462 +1%
EW
10
Element Wealth
Mississippi
$3.71M +$36.3K +2,410 +1%
CA
11
Corrado Advisors
New Jersey
$2.63M -$144K -9,584 -5%
LPL Financial
12
LPL Financial
California
$2.22M -$304K -20,200 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.09M +$2.01M +133,082 New
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.55M +$1.48M +98,328 New
PI
15
PFG Investments
New York
$1.32M +$1.26M +83,705 New
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.31M +$8.28K +549 +0.7%
BI
17
Bramshill Investments
Florida
$1.13M +$1.08M +71,919 New
Osaic Holdings
18
Osaic Holdings
Arizona
$898K +$2.15K +143 +0.3%
Cerity Partners
19
Cerity Partners
New York
$787K
Invesco
20
Invesco
Georgia
$738K +$94.9K +6,294 +15%
Truist Financial
21
Truist Financial
North Carolina
$689K +$311K +20,663 +89%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$671K -$146K -9,661 -18%
AAM
23
Advisors Asset Management
Colorado
$667K -$5.5K -365 -0.9%
CA
24
Crumly & Associates
Illinois
$625K
WS
25
Wedbush Securities
California
$601K +$65.6K +4,352 +13%

PAXS Hedge Fund Activity: Q1 2024 in Review

48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q1 2024, worth a combined $159M — up 1.1% from $158M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PAXS positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was SOL Capital Management, adding an estimated $2.35M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 48 institutional investors held PIMCO Access Income Fund (PAXS) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $159M of PIMCO Access Income Fund stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Access Income Fund positions in Q1 2024 and 7 closed out, a net change of +4 holders.
  • The largest PIMCO Access Income Fund buyer in Q1 2024 was SOL Capital Management, an estimated $2.35M added.
  • The largest PIMCO Access Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2024.